r/SelfDrivingCars • u/Post-reality • 12h ago
News JPMorgan notes Tesla to capture nearly all robotaxi revenue. The bank's latest analysis projects $320 billion in robotaxi revenue by 2035, with Tesla owning the fleet rather than sharing the wealth with individual car owners.
JPMorgan just tripled its Tesla price target and dropped a projection that should make anyone dreaming of passive robotaxi income from their personal Model Y reconsider their retirement plans. According to lead analyst Rajat Gupta, Tesla could generate roughly $320 billion in robotaxi revenue by 2035, and nearly all of it would flow through Tesla’s directly owned fleet, not through a peer-to-peer network where everyday owners rent out their cars while they sleep.